avatar(ELTORO . IT) Andres Perez

Summary

This document provides instructions on building a Lightning App Page to display the Unified Profile record, using the case study of a fan named Mikael Chiechio.

Abstract

The document explains the process of building a Lightning App Page to display a Unified Profile record in a Data Cloud case study. It starts by choosing a fan with the most data, in this case, Mikael Chiechio, and finding the fan's name in the Unified Individual DMO. It then outlines the use of the Lightning App Builder to create the profile page, either by creating a new page or editing the current page. The document describes the components that can be added to the page, such as the Highlights, Details, and Related List components for Individual, Email, Address, Phone, Profile Engagements, and Profile Insights. It concludes with instructions on saving and activating the page and viewing the completed profile page.

Bullet points

  • The document is a case study on building a Lightning App Page to display a Unified Profile record in a Data Cloud.
  • The fan chosen for the case study is Mikael Chiechio.
  • The fan's name is found in the Unified Individual DMO.
  • The Lightning App Builder is used to create the profile page.
  • Two methods are provided to get to the Lightning App Builder: creating a new page or editing the current page.
  • Components that can be added to the page include Highlights, Details, and Related List components for Individual, Email, Address, Phone, Profile Engagements, and Profile Insights.
  • Instructions are provided on saving and activating the page and viewing the completed profile page.

Chapter 17 — Data Cloud Case Study: Data Cloud Enrichment For The Unified Profile

We’ll build a Lightning App Page to display the Unified Profile record

In the previous chapter, we used a Data Transform to make sense of the unified profile data, but the data is not shown to the user. We are going to build a page using the Lightning App Builder to display this data to the user.

You can follow the case study here:

Table Of Contents

Review Useful Data Finding Fan’s Unified Profile Record Unified Profile Lightning PageCreate New PageEdit Current Page Lightning App Builder ComponentsHighlights ComponentDetails ComponentCreating New TabRelated List Component: IndividualRelated List Component: EmailRelated List Component: AddressRelated List Component: PhoneProfile Engagements ComponentProfile Insights Component Save And Activate Viewing Data With New Page

Review Useful Data

In the previous chapter, we used a Data Transform to find some fans with cases and purchases in the last 3 months, and we came up with this image

For this chapter, we are going to choose the Fan ID FAN-6213345because it has the most data, and we can build a complete page for that user.

Finding Fan’s Unified Profile Record

We need to find the fan in the Unified Individual DMO, but that record does not have the Fan ID. We could find the Fan ID in the Unified Party Identification DMO or the Individual DMO, but not in the Unified Individual DMO. Let’s use the Data Explorer to find the fan’s name from the known Fan ID.

From the previous video, we can see that the fan’s name is Mikael Chiechio.

Let’s use the Profile Explorer to find the Unified Profile record.

Notice we had to search by last name, and we would not have found the record by the first name because the Individual DMO's first name is Mikael but the Unified Individual DMO's first name is Michal.

Unified Profile Lightning Page

We can use the Lightning App Builder to build the profile page, there are two ways to get there:

Create New Page

Notice a few things here:

  • There is a special type of page called “CDP Record Page”
  • There is only one template that can be used, “Header and Right Sidebar”

Edit Current Page

You could also edit the current page:

Lightning App Builder Components

Highlights Component

Details Component

Creating New Tab

Related List Component: Individual

Related List Component: Email

Related List Component: Address

Related List Component: Phone

Profile Engagements Component

Notice, in here, that we can only select the DMO objects with a category of engagement that are direct children of the Individual DMO. There is no option to select the fields to display.

Profile Insights Component

This component allows you to see the Calculated Insights for this profile. At this point, F1F4 does not have any calculated insights, so we can’t configure this component. We will discuss Calculated Insights in a much later chapter, and revisit this page.

Save And Activate

Finally, we can save and activate the page.

Viewing Data With New Page

After all this work, let’s celebrate by viewing the profile page completed.

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